BEAM CollaborativeKeeping local business local

Resources / Research

Understand what’s changing.
Prepare for what’s next.

BEAM analysis and outside research to help owners, buyers, and organizations put ownership decisions in context.

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Research & analysis

Outside studies describe their own findings. BEAM’s methodology explains our interpretation, assumptions, and the limits of our planning estimates.

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External research

The Great Ownership Transfer: A new era of business stewardship

McKinsey Institute for Economic Mobility

McKinsey examines how ownership transitions could affect U.S. businesses and communities through 2035, and where preparation, buyer access, financing and coordinated support could help. Its estimates are modeled national scenarios, not local forecasts or demonstrated BEAM outcomes.

United States · Modeled scenarios through 2035

Read at McKinsey
External research

Pennsylvania 2025 Small Business Profile

U.S. Small Business Administration, Office of Advocacy

A statewide overview of Pennsylvania small businesses, employment, payroll, ownership and business dynamics. Useful background for understanding the employers that support local communities; its statewide counts do not directly measure Southwest Pennsylvania succession risk.

Pennsylvania · Employment and payroll table uses 2022 data

Read the SBA profile (PDF)
External research

Most Small-Business Owners Lack a Succession Plan

Gallup · Jonathan Rothwell

Gallup finds important differences between owners who employ workers and those who do not. The research explores plans for selling, transferring, continuing or closing a business, offering practical context for starting an ownership-transition conversation.

United States · Self-reported plans, fall 2024 survey

Read at Gallup

Publication dates are shown separately from data periods where available. Outside research does not establish BEAM outcomes or imply endorsement of BEAM.

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